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David B. McMillen has been successfully serving clients’ needs for over 35 years.
We specialize in the areas of Conservative Retirement Income, Estate and Tax Planning along with Exceptional Risk Managed Wealth Preservation and Creation.
David and everyone at Foundation Wealth Management, LLC are dedicated to taking the mystery out of investing, managing risk, growing and preserving your wealth.
Licenses
- Series 22
- 26
- 6
- 63
- 65
Assistant in Boulder, CO
Sutter Maas
Sutter Mass serves as the dedicated assistant to David McMillen at Foundation Wealth, LLC, located in beautiful Boulder, Colorado. With a strong background in administrative support and client relations, Sutter plays a crucial role in ensuring the smooth day-to-day operations of the practice.
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